ADNCX Mutual Fund

ADNCX Mutual Fund

NAV$21.81
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Returns Overview

1 Month
-12.14%
3 Months
-5.84%
6 Months
-4.25%
YTD
-6.80%
1 Year
-4.75%
3 Years (annualized)
+11.75%
5 Years (annualized)
-9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADNCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.80%
Peer Avg (YTD)
+9.54%
vs Peers
-16.34%

ADNCX Mutual Fund Performance

ADNCX performance across multiple time periods: 1-month -12.14%, YTD -6.80%, 1-year -4.75%, 3-year 11.75%, 5-year -9.78%.

ADNCX returns trail the peer average of 9.54% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

ADNCX vs another fund shows side-by-side returns. ADNCX alternatives are available in the Mutual Fund Screener.